KMS Financial Services’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2013
Q4
Sell
-3,882
Closed -$208K 551
2013
Q3
$208K Sell
3,882
-1,314
-25% -$70.4K 0.05% 388
2013
Q2
$279K Buy
+5,196
New +$279K 0.08% 280